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SIRENIA CAPITAL MANAGEMENT LP

MIAMI BEACH, FL · CRD 340192 · IAPD ↗ · 212-516-4765

$4.26BRegulatory AUM
10Advisory reps
13Employees
1Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
June 2026 — SIRENIA CAPITAL MANAGEMENT LP notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
June 2026 — SIRENIA CAPITAL MANAGEMENT LP added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
June 2026 — SIRENIA CAPITAL MANAGEMENT LP now reports custody of client assets ($198.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
June 2026 — SIRENIA CAPITAL MANAGEMENT LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
June 2026 — SIRENIA CAPITAL MANAGEMENT LP now reports 2 private fund(s) ($3.49B gross).
Firm reports private funds for the first time.
Fund administrationCompliance
64
June 2026 — SIRENIA CAPITAL MANAGEMENT LP grew from 1 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
February 2026 — SIRENIA CAPITAL MANAGEMENT LP (MIAMI BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.